Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Athaporn served as Head of Research for UOB and ANZ in Thailand and was an award-winning telecoms analyst at UBS in 2010 (AsiaMoney Thailand category) and Regional Strategist for DMG in Singapore. Prior to that, he also served as Kasikornbank credit analyst and scholar. He has a total work experience of 22 years, of which 19 were in research and 9 in research management roles. He started his career as an engineer for PTT and currently manages family investments. He holds an MBA from Stern (NYU) and CFA Charter since 2006.

Apart from IPO Radar, which focuses on future listings, MCorp Review also performs financial advisory services for TKC Services and provides 11 other on-going thematic series ranked by frequency in descending order, namely:

1) Snippets (news-driven);
2) Sathorn Series (financial services);
3) Silicon Stories (technology); 
4) Thai-Coons (billionaire origin series);
5) Reality Check (data-driven, investigative);
6) Thai Media Spotlight;
7) Political Pit Stop; 
8) Telecom Review; 
9) Thai Macro Watch (read-through from foreign events);  
10) Small Cap Diary; and
11) Property Grid

There are also 3 limited-time series driven by specific events or locations, namely:
1) Thai Corona Crisis;
2) South Series; and
3) Mechanics and Details (deal forensics).

Company Visits: Carabao, McJeans, & Phol Dhanaya

CBG: Valuation Running Ahead of Fundamentals

Apocalypse Investing: Drought, Flood, Heat Wave

Thai Media Spotlight: The Facebook Invasion

Asean (Thailand) Focused Independent Research

M Corp Review

M Corp is led by Athaporn Arayasantiparb who served as Head of Research for UOB and ANZ in Thailand and was an award-winning telecoms analyst at UBS in 2010 (AsiaMoney Thailand category) and Regional Strategist for DMG in Singapore. Prior to that, he also served as Kasikornbank credit analyst and scholar. He has a total work experience of 17 years, of which 14 were in research and 4 in research management roles. He started his career as an engineer for PTT and currently manages family investments. He holds an MBA from Stern (NYU) and CFA Charter since 2006. Apart from IPO Radar, which focuses on future listings, MCorp Review also provides six on-going thematic series ranked by frequency in descending order, namely: 1) Silicon Stories (technology) 2) Sathorn Series (financial services) 3) Thai-Coons (billionaire origin stories) 4) Reality Check (data-driven, investigative) 5) Thai Media Spotlight; and 6) Thai Macro Watch (global market drivers).

Equity Bottom-Up

<p>Coincidentally, we met two companies that might come in handy when things get bad. If there's more water pollution and heat (it's 37 celcius now and people will be thirsty), people will drink more, so demand for water purifiers will go up. That's where TSR comes in. PHOL is another pretty handy company when bad times come. They sell firefighting gear for offices as well as things like bullet shields. Unfortunately, their operations aren't all that great recently. Maybe, that means things just…</p>

Coincidentally, we met two companies that might come in handy when things get bad. If there's more water pollution and heat (it's 37 celcius now and people will be thirsty), people will drink more, so demand for water purifiers will go up. That's where TSR comes in. PHOL is another pretty handy company when bad times come. They sell firefighting gear for offices as well as things like bullet shields. Unfortunately, their operations aren't all that great recently. Maybe, that means things just…

Apocalypse Investing Part 2: Fires, Pollution , and Riots

Phol Dhanya PCL

Apocalypse Investing Part 2: Fires, Pollution , and Riots